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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,545 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $23,813 |
FORVIS, LLP2 years Filed as: WEISERMAZARS LLP Service code 15 · EIN 13-1459550 | Recordkeeping | $16,016 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,169 | $69,511+5.3% | $94,664-22.7% | $71,511+2.3% |
| Participation rate | 65.7% | 78.4%-12.7pp | 80.8%-15.2pp | 67.9%-2.3pp |
| Annual return | 17.46% | 29.67%-12.2pp | 156.84%-139.4pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,628 | $2,853-42.9% | $3,673-55.7% | $2,589-37.1% |
| Participant deferral / active EE | $3,167 | $7,348-56.9% | $7,417-57.3% | $4,291-26.2% |
| Admin fee / account holder | $379 | $1,211-68.7% | $7,222-94.8% | $1,588-76.2% |